đĄ Anyone with a Sales license can build their own personal campaigns. Creating or editing campaigns shared with the whole workspace needs the Sales Admin role. You can only edit, activate, deactivate or delete your own personal campaigns, not a colleague's.
Good outreach needs the right mix of structure and flexibility. In uman you get that with campaigns and outreach assets. Below we explain what they are and how to set them up.
đ What are campaigns and outreach assets?
Outreach assets are the building blocks of your outreach: the messages uman drafts for you, such as emails, LinkedIn messages, and call scripts. Each asset is a reusable template with its own prompt, so uman knows how to write it.
A campaign is a scheduled set of steps that guides your outreach to a contact over time. Each step is an outreach asset with its own timing, so your follow-up stays consistent and repeatable. When you reach out to a contact, uman enrolls them in a campaign and prepares each step for you.
đ Where to set up campaigns
Go to Settings â Outreach â Campaigns. The Your outreach campaigns page lists every campaign, and for each one shows its Visibility (Workspace or Personal), Status (Active, Inactive or Draft), number of Steps, how many contacts are Enrolled, active Contacts, Meetings booked, and Last activity.
A default campaign comes ready and active, so you can start straight away. You can use it as is, duplicate it, or create your own.
𧊠Inside a campaign
Open a campaign to see how it is built:
Campaign steps: the ordered messages, each set to go out on a given day (for example an email on day 1, a LinkedIn message on day 2, a call script on day 4). The default campaign includes the three common types: an outbound email, a LinkedIn message, and a call script.
Content: one-off assets uman generates for each contact, on top of the scheduled steps.
The panel also shows how many contacts are Enrolled, how many are Active contacts, and how many Meetings booked the campaign has produced.
Changing an active campaign? When you save changes to its steps or content, uman asks you to confirm (Save changes for active campaign?). The changes only apply to contacts who start the campaign from then on. Contacts already in it stay on the original version.
đ Create or duplicate a campaign
To start fresh, select Create campaign and give it a Name. Sales Admins also choose its Visibility: Workspace (everyone can see and use it) or Personal (only you). Everyone else creates a personal campaign. A new campaign starts as a Draft: add its steps, then activate it.
To build on an existing one, open the three-dot menu on any campaign and select Duplicate campaign, then adapt it. If you duplicate a workspace campaign without the Sales Admin role, the copy is a personal campaign.
The same menu switches a campaign on or off: Activate for a draft or inactive campaign (not available while it has no steps), Deactivate for an active one. Only active campaigns can be picked when you start an outreach.
Delete campaign removes a campaign you no longer need. uman asks you to type its name to confirm, and warns you when contacts are still in it.
Your workspace always keeps at least one active workspace campaign, so everyone has a campaign to pick: the last one can't be deactivated or deleted.
âď¸ Edit a message
Open a step to edit its template. Each message has a name, a short description, a Visibility (Workspace or Personal), and a Prompt that tells uman how to write it.
đĄ Good to know: test before you use it
Once a message is ready, you can preview it on one of your own outreaches before it goes anywhere. Pick one under Test on and select Generate to see exactly what uman would write. Test on only lists outreaches you started: if you have none yet, start one first. It is a safe preview, so you can keep refining the prompt until the result fits.
For how contacts move through a campaign once you start an outreach, see Working through your tasks. To start outreach for one or several contacts, see Managing your contacts.